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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovack Advisors
576
Kovack Advisors
Florida
$691K +$693K +2,762 New
AIA
577
Accelerate Investment Advisors
California
$684K +$252K +1,005 +58%
PPWM
578
Perissos Private Wealth Management
Oklahoma
$683K +$251 +1 +0%
Robertson Stephens Wealth Management
579
Robertson Stephens Wealth Management
California
$683K +$84.4K +336 +14%
Signal Advisors Wealth
580
Signal Advisors Wealth
Michigan
$682K +$42.2K +168 +7%
BC
581
Bowman & Company
Wisconsin
$680K +$43.4K +173 +7%
TIAA Trust, National Association
582
TIAA Trust, National Association
North Carolina
$676K +$36.2K +144 +6%
LWM
583
LongView Wealth Management
Georgia
$675K -$14.3K -57 -2%
O3W
584
Omni 360 Wealth
New Jersey
$675K -$37.7K -150 -5%
TWM
585
TCFG Wealth Management
California
$673K +$290K +1,157 +75%
FSM Wealth Advisors
586
FSM Wealth Advisors
Ohio
$672K -$293K -1,168 -30%
Soltis Investment Advisors
587
Soltis Investment Advisors
Utah
$670K +$672K +2,678 New
UAG
588
United Advisor Group
Ohio
$667K +$14.1K +56 +2%
Level Four Advisory Services
589
Level Four Advisory Services
Texas
$665K +$2.51K +10 +0.4%
Johnson Financial Group Inc (Wisconsin)
590
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$657K +$2.76K +11 +0.4%
Ocean Park Asset Management
591
Ocean Park Asset Management
California
$656K +$658K +2,621 New
CCC
592
Compass Capital Corp
Massachusetts
$652K -$21.3K -85 -3%
ORG Wealth Partners
593
ORG Wealth Partners
Texas
$652K +$42.4K +169 +7%
Cyndeo Wealth Partners
594
Cyndeo Wealth Partners
Florida
$640K -$2.51K -10 -0.4%
FA
595
Fedenia Advisers
Wisconsin
$639K +$280K +1,116 +78%
LS Investment Advisors
596
LS Investment Advisors
Michigan
$636K – – –
EWM
597
Elmwood Wealth Management
California
$633K +$635K +2,530 New
Silver Oak Securities
598
Silver Oak Securities
Tennessee
$632K -$153K -608 -20%
MIM
599
MTM Investment Management
South Carolina
$631K – – –
VFG
600
V2 Financial group
Illinois
$628K -$62.8K -250 -9%